GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$42.1M
3
+$40.1M
4
MARW icon
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
+$33.8M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$29.7M

Top Sells

1
+$65.8M
2
+$35.4M
3
+$29.7M
4
TBJL icon
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
+$25.3M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M

Sector Composition

1 Technology 9.89%
2 Financials 8.9%
3 Healthcare 8.01%
4 Consumer Discretionary 5.87%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$12.7K ﹤0.01%
+469
702
$12.7K ﹤0.01%
600
-45
703
$12.6K ﹤0.01%
460
+26
704
$12.6K ﹤0.01%
14
-1
705
$12.6K ﹤0.01%
118
+94
706
$12.6K ﹤0.01%
301
707
$12.4K ﹤0.01%
320
708
$12.4K ﹤0.01%
+358
709
$12.3K ﹤0.01%
+667
710
$12.1K ﹤0.01%
193
-12
711
$12.1K ﹤0.01%
+209
712
$12K ﹤0.01%
+173
713
$11.9K ﹤0.01%
233
714
$11.8K ﹤0.01%
134
-111
715
$11.7K ﹤0.01%
+131
716
$11.6K ﹤0.01%
514
-35
717
$11.6K ﹤0.01%
148
-1
718
$11.6K ﹤0.01%
88
+80
719
$11.6K ﹤0.01%
108
720
$11.5K ﹤0.01%
260
-81
721
$11.5K ﹤0.01%
406
+8
722
$11.3K ﹤0.01%
+162
723
$11.3K ﹤0.01%
300
724
$11.2K ﹤0.01%
1,000
725
$11K ﹤0.01%
+284
27 28
29
30 31